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Revenue Operations Analyst
ShieldpayRevenue Operations Analyst optimizing revenue processes at Shieldpay by turning raw HubSpot data into actionable insights. Responsible for improving data accuracy and team performance in a hybrid role.
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- You will sit at the heart of our commercial engine, responsible for making sure our revenue teams have the data, processes, and tooling they need to perform at their best.
- This is a hands-on role that spans reporting, systems, and process improvement - you will be the person who turns raw data into clear insight and makes sure nothing falls through the gaps.
- On a day-to-day basis you will own the health and accuracy of HubSpot, ensuring pipeline data, deal ownership, and account status are kept up to date and can be trusted by the business.
- Build and maintain dashboards that give the sales team, the exec, and the board a clear, consistent view of revenue performance, covering pipeline, conversion rates, activity metrics, and forecast accuracy.
- Design and improve the processes that sit between sales, deal delivery, and customer success, identifying where handoffs break down, where data goes missing, and where automation can remove manual effort.
- Triage and qualify inbound leads before they reach the sales team, making sure Sales Managers are spending their time on the right opportunities.
- Lead scoring and qualification framework, continuously refining how inbound and outbound leads are prioritised and routed.
- Working closely with marketing, you will connect campaign performance to pipeline outcomes, helping both teams understand what activity is generating the right opportunities and where investment should be focused.
- You will also support sales forecasting and territory planning, giving the business a clear view of where to concentrate effort and resource to maximise growth.
- Over time you will help define and embed the metrics and KPIs that matter most to the business, building a single source of truth that the whole commercial team can work from.
Requirements
What you’ll need- Experience in a revenue operations, sales operations, or commercial analyst role, ideally within a SaaS, fintech, or financial services business.
- Be comfortable working in a CRM day to day - HubSpot experience is preferred but not essential, and a willingness to learn quickly matters more than having used a specific tool.
- Have a solid understanding of how a B2B sales pipeline works, including stages, conversion rates, and what good data hygiene looks like in practice.
- Be confident in Excel or Google Sheets, able to build and maintain reports, manipulate data sets, and present findings clearly.
- Exposure to BI tools such as Looker, Tableau, or Power BI is a bonus but not a requirement.
- Have some experience, or a strong understanding, of how lead scoring and qualification frameworks work and why they matter.
- Be comfortable working with marketing to understand campaign performance and will be able to make the connection between top of funnel activity and pipeline outcomes.
- Highly organised and proactive, with a natural instinct to spot gaps and fix them without being asked.
- Experience in the legal sector or with regulated financial products is not expected at this level but would be a plus!
Benefits
Comp & perks- Flexible working options, such as flexible hours and hybrid work, to support our employees' work-life balance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisreportingprocess improvementlead scoringdata hygienesales forecastingterritory planningdashboard creationExcelGoogle Sheets
Soft Skills
highly organizedproactiveproblem-solvingcommunicationcollaborationattention to detailanalytical thinkingadaptabilitytime managementinitiative